AI Agent not pulling information from the sources

  • heasleyryan
    Asked on July 9, 2025 at 10:17 AM

    Hello. My AI Bot doesn't seem to be pulling information from my sources. How do I fix this?

  • Joeni JotForm Support
    Replied on July 9, 2025 at 10:43 AM

    Hi Ryan,

    Thanks for reaching out to Jotform Support. Could you provide a more detailed explanation of how the AI Agent retrieves information from your sources? Also, in order to thoroughly troubleshoot the issue you're experiencing, our team would like to clone your AI agent along with its associated knowledge base. By replicating your environment, we can more accurately diagnose the problem and work on a tailored solution. Rest assured that all data will be handled securely and used solely for troubleshooting purposes in line with our strict privacy and security policies. Once the issue is resolved, the cloned AI agent and all associated data will be deleted.

    Can you confirm that we have your permission to go ahead with this process? If you have any questions or concerns, we’re here to help.

    Once we hear back from you, we'll be able to move forward with a solution.

  • heasleyryan
    Replied on July 9, 2025 at 10:46 AM

    Most information comes from sources that text that I've copied and pasted into the knowledge fields. However, some sources are websites and Q&A. Yes, you have permission to clone it.

  • Joeni JotForm Support
    Replied on July 9, 2025 at 11:10 AM

    Hi Ryan,

    I tried replicating the issue on my end and everything is working properly. Here's the screencast of the conversation where the questions came from the Q&A:

    AI Agent not pulling information from the sources Image 1 Screenshot 50 And, here's the screencast of the conversation where the questions came from the sources:

    AI Agent not pulling information from the sources Image 2 Screenshot 61 As a precaution, I've gone ahead and cleared your form caches. Could you go ahead and try again? If the issue persist? can you send us a screenshot of what is happening so we can look into it? Let me show you how to post a screenshot to our Help Center:

    1. On the Help Center page, scroll down to the Your Answer section and click on the Image icon.

    2. Drag and drop your image into the Upload box, or click on it and select your file.

    3. Then, click on the Add button in the bottom-right corner of the window.

    AI Agent not pulling information from the sources Image 3 Screenshot 72

    4. To resize it, click on your screenshot and then click on one of the boxes in the corners, and drag it inward.

    5. Once you're finished, click on the Post Answer button at the bottom right of the Your Answer section.

    AI Agent not pulling information from the sources Image 4 Screenshot 83 That's it. Once we hear back from you, we'll be able to help you with this.

  • heasleyryan
    Replied on July 9, 2025 at 11:13 AM

    Thank you very much! Clearing the cache seems to have fixed my problem. How do I do this in the future myself?

  • Joeni JotForm Support
    Replied on July 9, 2025 at 11:28 AM

    Hi Ryan,

    We're glad that the issue has been fixed now. You can easily clear your Form Caches within your account settings. Let me show you how:

    1. On your My Workspace page, click on your Avatar/Profile Image icon.

    2. In the dropdown menu, click on Settings.

    AI Agent not pulling information from the sources Image 1 Screenshot 30

    3. In the Settings menu, click on Clear Cache. And that's it, you're done.

    AI Agent not pulling information from the sources Image 2 Screenshot 41Let us know if you have any other questions.

  • heasleyryan
    Replied on July 9, 2025 at 11:31 AM

    Great! Thank you very much!!